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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,059 | $65,434+334.1% | $98,483+188.4% | $85,847+230.9% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.3%+16.4pp |
| Annual return | 13.77% | 21.75%-8.0pp | 1494.38%-1480.6pp | 318.61%-304.8pp |
| Employer contribution / active EE | $11,631 | $2,169+436.3% | $2,961+292.9% | $2,565+353.4% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $118,147 | $4,595+2471.1% | $5,953+1884.8% | $6,261+1787.1% |